Investec Investec Focus Radio SA

Macro Monday Ep101: Big in Japan – not so big in the US

Loading player...
Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities.
19 Jan English South Africa Business · Investing

Other recent episodes

Everything Counts | Episode 41: Global Shopping for South Africans

Earning, spending, investing and shopping overseas has never been easier, but it has never been more complex either. If your money is constantly moving between currencies, countries, and platforms, it can feel like you’re doing everything right on paper while still losing value through fees, exchange rates and timing. In…
9 Feb 20 min

Macro Monday Ep103: PMI numbers point to solid global growth this year

The world economy appears to be in good shape. Global composite purchasing managers index numbers are on the rise, with US manufacturing enjoying a significant uptick in January, and Germany’s factory orders have risen strongly too. All in all, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International,…
9 Feb 13 min

What next? | Changing minds, changing markets

In this episode of podcast series, What Next? Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate…
2 Feb 45 min

Art in Focus Series 2 | Ep 3: Whose art is it anyway?

When ideas meet machines and many hands shape one work, where does creativity begin? In episode 3 of Art in Focus series 2, Investec’s Tristanne Farrell invites curator Antonia Strauss, artist Aaron Philander and gallerist Brett Bellairs to unpack how technology is transforming not just into how art is made…
4 Feb 34 min

NOW Ep 120 | Water risk is business risk

Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa. With water demand in Gauteng at record levels and ageing infrastructure under strain, water has become a material constraint on business continuity, supply chains and long-term competitiveness. For many…
3 Feb 26 min
All episodes